38 | Rei Saito, Japanese Stocks and Tokyo Real Estate

My guest today is Rei Saito (@Misosoppa). Rei is the writer behind Konichi-Value. Konichi-Value aims to share my most valuable lessons from working in Japanese finance, and gold nuggets in the Japanese stock market.

In this conversation, we go deep into Japanese real estate and some pros and cons, and also the Japanese stock market.

So please enjoy my conversation with Rei Saito from Konichi-Value.

For the full show notes, transcript, and links to mentioned content, check out the episode page on  https://compoundingpodcast.com/ep38 

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Show Notes:

[00:00:31] - [First question] - Rei’s Background

[00:04:19] - Konichi-Value origin story

[00:08:05] - Benefits of investing in Japanese stocks

[00:10:54] - Unique downsides of investing in Japanese stocks? 

[00:12:55] - Misunderstandings towards Japanese stocks

[00:14:00] - Trends in Japanese equities 

[00:16:57] - Overcoming the information hurdle in Japan

[00:22:26] - Tokyo Real Estate market overview and upsides

[00:26:09] - Why hasn’t Tokyo real estate prices risen like the rest of the world?

[00:28:15] - Investing in Tokyo as a local vs as a foreigner

[00:32:32] - Anything we haven’t covered about real estate in Japan?

[00:36:05] - Rei’s love of Public Transit

[00:39:13] - Undervalued life skill or experience?

[00:40:58] - Influential books or people?

[00:43:00] - Final thoughts

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Connect with Rei:

Konichi-Value’s Newsletter: https://www.konichivalue.com/ 

Love Public Transit’s Newsletter: https://lovetransit.substack.com/ 

Follow Rei on Twitter: https://twitter.com/misosoppa 

Connect with Rei on LinkedIn: https://www.linkedin.com/in/rei-saito/ 

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Mentioned/Recommended Content:

Sapiens: A Brief History of Humankind by Yuval Noah Harari: https://amzn.to/31ZrIUS 

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